How can I add accounts under different uid/pwd at the same financial institution ?

sanja1q
sanja1q Quicken Windows Subscription Member ✭✭
edited April 2024 in Download, Add/Update Accounts (Windows)

Have 2 or different uid/pwd accounts at a financial institution. Quicken connects to one and pulls all accounts under that login. Is there a way to add another login for the same institution?

Thanks!

Answers

  • sanja1q
    sanja1q Quicken Windows Subscription Member ✭✭

    Actually, addressed this myself….opened an offline account and then edited the account details to make it online - that forced quicken to go through a new login process!

    Sorry for the bother.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You should be able to just repeat the Add Account process with the second ID and password. If the accounts are already set up in Quicken, be sure to link them rather than adding.

    QWin Premier subscription
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